Tampa Estate Planning Attorney

Tampa residents and their loved ones deserve compassionate estate planning services. Ronald Cutler, P.A., is the firm to call. We can review your objectives, including your fears about the future. We then use the full array of estate planning tools to help you take control. With a will or trust, you can identify who will inherit your assets when you pass. We can also use advance directives like living wills, health care surrogates, or power of attorney to take control of what will happen and who will speak for you after incapacity.

Call our firm. A Tampa estate planning attorney is available to meet for a one-on-one consultation. You owe it to yourself and your loved ones not to delay.

5 Dangers of Do-It-Yourself Estate Planning in Tampa

Some people buy a book on estate planning or search online for information. Unfortunately, it’s risky using any DIY book or computer program. You can make some common errors which will only hurt your loved ones later:

1. Creating the wrong estate planning documents. Maybe you want a living trust but create a will, or you want an irrevocable trust but don’t create the right one. Once you die, you can’t go back and create the right document. It’s critical to schedule a meeting with an estate planning attorney to review your objectives.
2. Forgetting someone or something. We can discuss in detail who you want to inherit from you. Some people don’t even know all the assets they own. For example, small business owners need to engage in different estate planning. This type of legwork is necessary to create an estate plan that’s effective.
3. Failing to revise an estate plan. Let’s say you get divorced. Any designations involving your ex are immediately revoked. That means you need to quickly revise your estate plan, otherwise you are creating problems for family members in the event you die or become incapacitated.
4. Leaving loved ones with a huge tax burden. There are different estate planning strategies to reduce taxes on loved ones. Let’s run through the most common options. Not everyone is subject to the estate tax. But larger estates are.
5. Creating an ineffective document. There are certain formalities you must follow when creating a will. If you don’t, the will is invalid, and a judge won’t accept it into probate. You will have defeated the entire purpose of creating an estate plan if your documents are ineffective.

We have seen these mistakes with DIY estate plans—and many more mistakes, besides! Get individualized legal advice. Often, our clients benefit from talking about their objectives before even beginning the drafting stage.

Contact Our Tampa Estate Planning Attorneys Today

Anyone searching for estate planning services should call Ronald Cutler, P.A. A Tampa estate planning attorney with our firm is available to meet. We do more than type up documents. We create comprehensive estate plans that protect you and your loved ones in the future, which work to fulfill your objectives.